HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
[[~~ r~ X1':;'1 ~`'`14~~?~ EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL R'~,~ ~ ~ `~
INHERITANCE TAX DIVISION F't"" }~. ~ ; ; Q~;~DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~.'~.~ ~ } ~ + + ~, + ~ F ~'__,.'J
HARRISBURG PA 17128-0601
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JOSEPH A MA~(1~~D t ~ ''> `~ '~f,~,, ~~.y:
213 MARKET ST
HBG PA 17101-2127
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 12-27-2010
ESTATE OF JORDAN RICHARD E
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1048
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~-~ __RETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE~
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JORDAN RICHARD EFILE N0.:21 09-1048 ACN: 101 ___ ___________
OR r
DATE: 12-27-2010
TAX RETURN WAS: C X} ACCEPTED AS FILED t } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) C1) 245, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D} C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) C5) 1,607,849.00
6. Jointly Owned Property (Schedule F) (b) .0 0
7. Transfers (Schedule G) C7) 1 1 , 081 , 992.00
t C8} 12 , 934 , 841.00
8. s
Total Asse
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 5 2.3 7 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 45,290.00
C11) 397,6b0.00
11. Total Deductions 537,181.00
12
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 7 5 3,9 5 6.0 0
14 Net Value of Estate Subject to Tax C14) _ 11,783,225.00
.
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 11 .78~. 5.00 X 045 = 530,245.00
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 530,245.00
TAY CR ET1I TS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-26-2010 CD012281 3,000.00 57,000.00
01-26-2010 CD012282 22,631.58 430,000.00
07-24-2010 CD013112 .00 17,b14.00
TOTAL TAX PAYMENT 530,245.58
BALANCE OF TAX DUE .58CR
INTEREST AND PEN. .00
TOTAL DUE .58CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT " CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.